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The 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide. This podcast series explores this year's compelling themes, taking a deep dive into issues likely to have a profound and protracted impact on the global investment landscape.

The impact of global aging

On one hand, global aging will push GDP growth and interest rates lower. On the other hand, it will reduce savings and push rates higher. Which force will prevail? Our Global Strategists weigh in and explore the investment implications. (22:26 min.)

Featuring:
Diego Gilsanz, Ben Mandel

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Previous episodes from this series

Technology's potential impact on economic growth

How might fast-changing technology, especially workforce automation and artificial intelligence, impact productivity, long-term economic growth and capital market returns? Hear our Global Strategists within our Multi-Asset Solutions team unpack the complexities—and controversies. (24:44 min.)

Featuring:
Patrick Schowitz, Michael Albrecht

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The path of the U.S. dollar

Which currencies, asset classes and strategies stand to benefit long-term from a moderately overvalued U.S. dollar? Hear Dr. David Kelly, Roger Hallam and Jack Manley discuss why the dollar is likely to weaken, and how depreciation can reduce U.S. deflation risk, and may impact interest rates, commodities and emerging economies. (29:49 min.)

Featuring:
David Kelly, Roger Hallam, John Manley

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2018 Outlook: Looking to the Long-term

The macro environment in 2017 provided fertile ground for most asset markets. The recovery strengthened by sector and geography, and while deflation risks receded, inflation failed to accelerate enough to spoil the party. The question on most investors’ minds is: “is this too good to last?”

John and Karen draw their discussion from the 2018 edition of J.P. Morgan Asset Management's Long-Term Capital Market as they discuss the Outlook for 2018 and for the long-term. (58:50)

Featuring:
John Bilton, Karen Ward and Mark Richards

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New Fixed Income series coming soon

Demistifying private credit - March 1
Investment Grade vs High Yield - March 15
Approaches to flexible credit - March 29
ESG in fixed income - April 12
 



The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.